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'Save' button for work in progress, for external form-fillers?
We use Smartsheet forms for grant applicants to submit initial information. Without a 'save' button or feature, we've had to advise our applicants to prepare all their answers offline, and then enter all their responses in one session. This can be problematic if the applicant gets pulled away on another task, call, e-mail,…
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What is the best way to move specific cell/column data when a specified trigger is met?
Customer example is that when information is added to the new order sheet, and marketing lead is assigned, and marketing deadline is populated, there are 5 columns of information that only need copied to the target sheet once the trigger is reached. The source sheet is 50+ columns. We don't want all columns. We've tried…
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How can a general user tell if a Contact listed on a sheet is a licensed user?
As a paid licensed user WITHOUT Admin privileges, is there a way to tell if a Contact listed on a sheet is a licensed user (free or paid) vs someone manually entered? Use case: Automations allow messages to be sent to "Limited" users in the same account or "Unrestricted" any email referenced. However, all contacts visually…
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Auto-populate emails on a "contact list" column
I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns ("Requestor Name") is in the Form where they type in their names. The "Requestor Name" column is a Contac List column. My issue here is, how can I have Smartsheet…
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Any idea on how to develop this automation?
I am tracking the health project status between meetings, so I have a "Current health" (Overall Health) column and a "Last meeting health" (Last PRC Health) column, right now I am doing it manually which is very time consuming. Is there a way I can copy and paste a value based on a specific date? or maybe manually…
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Browse for Destination sheet in copy/move row automation
When setting up automation to copy or move a row to a destination sheet: "Select destination sheet" only gives a search bar with no browsing view of my workspaces. I have to remember the name of my sheet and type it in to be able to find it. This is a semi-new change and I very much dislike it! Can we not have BOTH the…
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Automation - Improved "Change Cell Value" Action based on Cell Type
The "Change Cell Value" action when doing automation leaves a lot to be desired. Currently it seems to only be able to affect Text/Number, Dropdown, and Checkbox columns. There is a separate action to fill out a date for Date cells, but that is also very restrictive in that it only can enter the date of when the automation…
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Problem with Data Shuttle that is not accepting xlsx files?
Hi All, Anyone experienced problems with Data Shuttle that it is suddenly not accepting the xlsx files from One Drive anymore? From my side when I open the file itself the section "Protect/Unprotect" sheet under Review is greyed out. Could it be that this is due to Microsoft Information Protection that I'm not able anymore…
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Can an automation send particular cell information and not access to an entire column?
We have projects set up in our Workspace. At the top of each sheet is Summary information from within the sheet and it's linking out to source sheets as well as information is pulling into the sheet from other sources. This is set globally through Control Center when a project is created. I would like to create an…
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Automations for time based requirements
Currently we can only use filter expressions and automation that are based on current day or previous day etc. Why can't we filter by past hours or other similar terms? It would add so much functionality to Smartsheet in its various functions, such as project for one when assigning task durations by hours or to filter…
